Hi Steve, The full solution to your problem can be found in the kb under s-017137
If the logged in Windows® user profiles lacks sufficient local access permissions to the cached files (i.e. the template source file) in a file vault view then the Windows API may return a file access error such as this when trying to create a new file via a template:
Could not copy the file 'source.doc' from 'c:\vault\templates\source.doc'.
Cause: An attempt was made to access a file that is exclusively opened by another application.
Ensure that the logged in Windows profile has FULL folder and file permissions to the file vault view folder (cache folder).
This is described in the installation guide under chapter "Using shared PDMWorks Enterprise view with multiple user profiles". The instructions follows below:
Using shared PDMWorks Enterprise view with multiple user profiles
A shared file vault view is created by a user with local administrative Windows permissions. The local administrator group will, by default, get full file permissions to any files created (or cached) in that view.
On many systems, the local user or power user groups have only limited file permissions to folders in Windows. This means that if a user with local administrative permissions caches a file in the shared vault view, other Windows user profiles with only user or power user access permissions might not have sufficient permissions to fully access that file or change the read-only state when checking out that file.
If you plan on using a shared file vault view with Windows user or power user profiles, it is recommended that you define the following folder access permissions for those groups.
To change Windows access permissions on a shared view using the property dialog:
1. Log in as a user with local administrative permissions, right-click the vault view, and select Properties.
2. Select the Security tab.
3. Select the Windows profile groups to use the shared file vault view and make sure that they have all access permissions checked (i.e., Full Control).
4. Click OK to close and update the permissions.
To change Windows access permissions on a shared view using the command prompt:
1. Log into the system as a user with local administrative permissions.
2. Open a command prompt and open the parent folder containing the file vault view (usually C:\).
3. Use the cacls command to assign sufficient access control to the user and power user groups.
CACLS “vault_view_name” /E /G “group/username”:F
For example, to grant local users group sufficient access control, type:
CACLS “c:\PDMWE File Vault” /E /G “users”:F
Read more about the cacls command at http://support.microsoft.com/kb/162786/EN-US/.